Advisory Research INC filed its 13F report for Q4 2025 on February 13, 2026. The portfolio totaled 795.73 M reflecting a +4.50% change from the prior quarter, spanning 143 assets. The top 10 holdings comprised 37.7% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 14 new positions and 18 complete exits.
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Advisory Research submitted their Form 13F-HR for the Q4 2025 period on 02/13/2026. This was the only submission for the quarter.
In the Q4 2025 filing, Advisory Research reported a managed portfolio value of 795.73 M, consisting of 176 individual positions.
This page displays the raw filing documents. To see which stocks Advisory Research bought or sold during Q4 2025, please visit Advisory Research's Portfolio Analysis page.